Senior Software Sales Exec - Remote Banking Solutions

Infusion Marketing; United States; Remote; USD 80,000 - 105,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Flexible PTO

401(k) match

Work-from-home stipend

Job summary

OptimaFI is seeking a senior software sales professional in the United States to accelerate software revenue by creating pipelines, growing relationships, and closing business with banks and credit unions. You own the territory, conduct discovery, and push opportunities through procurement with strong cross-functional support.

You will hunt for new logos and expand within existing accounts, delivering clear next steps, and maintaining accurate forecasts in Salesforce.

Qualifications

• You’ve carried real software sales numbers with quota attainment.
• You are a hunter who sources own pipeline and closes deals.
• Experience selling to financial institutions or regulated B2B is a plus.
• You can own a complex sale from discovery to close with cross-functional support.

Responsibilities

• Create the pipeline through prospecting, referrals, and existing clients.
• Own the territory and grow software revenue across new and current OptimaFI clients.
• Run strong discovery to map needs to solutions and manage procurement steps.
• Move deals forward with clear next steps and maintain momentum.
• Maintain accurate forecast with buyer contacts, timing, and close dates.
• Identify service opportunities and hand to the right team with context.
• Record opportunity outcomes to improve selling and demoing effectiveness.

Skills

Proven software sales track record

Hunter mentality

Quota attainment experience

Complex sales leadership

Portfolio selling

SFDC/Salesforce proficiency

Tools

Salesforce

Job description

OptimaFI is seeking a senior software sales professional in the United States to accelerate software revenue by creating pipelines, growing relationships, and closing business with banks and credit unions. You own the territory, conduct discovery, and push opportunities through procurement with strong cross-functional support.

You will hunt for new logos and expand within existing accounts, delivering clear next steps, and maintaining accurate forecasts in Salesforce.